Start by creating a lens with a gauge chart. Then clip it to the dashboard. In the UI you can change some of the widget properties of the gauge including the breakpoint color, labels, and values.
What is dynamic gauge chart in Salesforce spring 2022?
Dynamic Gauge Charts are to become generally available following the Spring ’22 release, as mentioned in the release notes . What is a Salesforce Dashboard? Going back to the basics, Salesforce Dashboards allow you to visually display data from either one or multiple Reports in an organized fashion, on the same page.
How do I enable the dynamic gauge charts beta functionality?
While the Dynamic Gauge charts beta functionality is available for free in all Salesforce instances, it needs to be enabled by an Admin, within the Reports and Dashboards User Interface settings. Once the setting is enabled, the Dynamic option becomes available for selection, after choosing the Gauge chart for your report.
How do I add a gauge to the dashboard?
Start by creating a lens with a gauge chart. Then clip it to the dashboard. In the UI you can change some of the widget properties of the gauge including the breakpoint color, labels, and values.
How do I track against a target on the gauge chart?
In the Chart Target section, the goal the Gauge chart measures against is defined – this goal can be stored in a field on any Standard or Custom object. When the reference target you’re tracking against is on the User object, the option to select the “User Running the Dashboard” becomes available.
How do you use a gauge chart?
Customize a gauge chartOn your computer, open a spreadsheet in Google Sheets.Double-click the chart you want to change.At the right, click Customize.Choose an option: Chart style: Change background color, font, or maximize gauge size. Gauge: Add and edit gauge ranges. Chart & axis titles: Edit or format title text.
What is gauge component in Salesforce?
A gauge is used to see how far you are from reaching a goal. It displays a single value, such as closed deals.
Why is gauge chart used?
Gauge charts are useful for comparing values between a small number of variables either by using multiple needles on the same gauge or by using multiple gauges.
How do I create a dashboard chart in Salesforce?
Add a simple dashboard to show your data with charts.Click Dashboards.Click New Dashboard.Create the dashboard: Name: My Discoveries. ... Click Create.Click. to add a dashboard component.Click the New Discoveries Report and click Select.Click. ... Set the four segment ranges at 0, 5, 10, and 15.
How many parts can a dashboard have?
20 componentsA dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.
Which three standard chart types can be placed on a Salesforce dashboard?
Types of Salesforce ChartsVertical and Horizontal Bar Chart (Use horizontal bar chart to compare more groups than vertical)Line Chart (best for showing data over time)Pie / Donut Chart (Both are used to compare a group of data to the total. ... Funnel Chart (best for sales opportunities)More items...•
Where can you use gauges?
a simple tool used to measure gap widths. a precision ground and lapped length measuring standard. It is used as a reference for the setting of measuring equipment used in machine shops, such as micrometers, sine bars, calipers, and dial indicators (when used in an inspection role).
What is the drawback of a gauge chart?
Disadvantages of Gauge Charts Often mislead by omitting key information, which is possible in the current Big Data visualization needs. They waste space in case multiple charts are to be used. For example, to display information regarding different cars on a single dashboard. They are not color-blind friendly.
How do you use a PBI gauge?
1:389:23Using Gauge Visual in Power BI - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the average number. And this is the maximum. Value the maximum value is by default it is theMoreSo the average number. And this is the maximum. Value the maximum value is by default it is the double of the value we choose to display. And the minimum value is of course zero 24.
How do I convert a report to a dashboard in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...
How do I add data to Salesforce dashboard?
On the dashboard where you want to add a component, click Edit. ... Drag the component type you want from the Components tab onto your dashboard. ... Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. ... Click.More items...
What are the types of dashboards in Salesforce?
Dashboards in Salesforce are a graphical representation of Reports. It shows data from source reports as visual components....These are further divided into 6 types:Line Chart.Vertical Bar Chart.Horizontal Bar Chart.Donut.Pie.Funnel.
What is a Salesforce Dashboard?
Going back to the basics, Salesforce Dashboards allow you to visually display data from either one or multiple Reports in an organized fashion, on the same page. There are various customization options when it comes to chart types, filters and even colours.
Salesforce Gauge Chart Component
The Gauge chart is best used to compare how close you are to a particular numerical or monetary goal. This component becomes available once you have at least one grouping already added to the report that you will be using for the widget.
Gauge Chart Modes
Following the Winter ‘22 release, even though it’s still beta, the Salesforce dashboard builder offers users the possibility of choosing between two modes for displaying their data in a Gauge chart: Standard and Dynamic.
Dynamic Gauge Chart Use Cases
It’s certainly valuable to highlight the impact that Dynamic mode within Gauge charts can have, across multiple (if not all) teams within your organization, especially for those who heavily rely on Salesforce reporting for tracking their KPIs.
Summary
The introduction of Dynamic Gauge charts as a possibility within Salesforce dashboards is sure to allow users to obtain more cohesive reporting, while also lowering the number of individual reports, components and time spent to visualize the relevant numbers.
Target Breakpoints
In my dataset I not only have my actual activity number, I also have my target number. I will use this target as my “max” breakpoint, but I also want to calculate what I will be using for my “medium” and “high” breakpoint. For this, I will use a compare table. I am keeping my “min” as is, since I want my gauge to start at “0”.
Add the breakpoints to the gauge
Now we have what we need in order to change the values in the gauge based on what the compare table calculates. This is done in the dashboard JSON (Command+E or Control+E).
Other changes
As mentioned above you can modify other properties of the widget like label and colors. Have a play with the possibilities.
UPDATE 9. August 2018
Post Summer18 release the steps outlined in this blog is no longer sufficient. Please follow the additional steps outlined in the blog “How to Make the Gauge Chart Dynamic Again”.
